Hightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. The Client Experience Associate will be responsible for creating a welcoming atmosphere for clients and visitors, supporting internal operations, and assisting with client service tasks within a busy wealth management practice.
Responsibilities
- Greet and welcome all visitors to the office
- Schedule and facilitate client office visits
- Maintain a clean and presentable reception area
- Answer and direct incoming phone calls
- Help with purchase and approval of client gifts
- Provide support to the Growth & Marketing team
- Set up and break down in-office meetings
- Handle incoming and outgoing mail
- Manage FedEx account and office supply inventory
- Load/unload dishwasher and maintain common areas
- Be the primary liaison with building management
- Provide executive support to Management Team
- Scan and route incoming checks
- Log and scan client custodial statements
Skills
- Experience delivering white glove client experiences
- Prior experience in client-facing or administrative roles
- Strong attention to detail and organizational skills
- High school diploma or equivalent
- Proficiency in Microsoft Office Suite
- Ability to thrive in a fast-paced, team-oriented environment
- Excellent written and verbal communication skills
- Growth mindset
- A friendly, professional demeanor and eagerness to learn
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance
- Pet Insurance
- Flexible PTO Plan
- Hybrid Model Work Schedule (3 days in the office)
- Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
Company Overview
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. It was founded in 2008, and is headquartered in Westport, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://thrushgroup.hightoweradvisors.com/.
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